The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| DYCOM INDS INC | COM | 267475101 | 11,218 | 132,600 | SH | SOLE | 132,600 | 0 | 0 | ||
| FLOWSERVE CORP | COM | 34354P105 | 19,142 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 21,788 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 25,490 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| HARSCO CORP | COM | 415864107 | 13,013 | 455,791 | SH | SOLE | 455,791 | 0 | 0 | ||
| HUB GROUP INC | CL A | 443320106 | 22,727 | 498,410 | SH | SOLE | 498,410 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 26,790 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| NAVISTAR INTL CORP NEW | COM | 63934E108 | 7,700 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NOODLES & CO | COM CL A | 65540B105 | 1,459 | 120,608 | SH | SOLE | 120,608 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 26,070 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 23,397 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 8,524 | 138,707 | SH | SOLE | 138,707 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 6,035 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||